Hopwood Financial Services’s ExxonMobil XOM Stock Holding History

Hopwood Financial Services’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.89M	Sell	35,794 -2,705	-7%	-$405K	2.83%	9
2026 Q1	$6.53M	Sell	38,499 -6,958	-15%	-$1.02M	4.4%	7
2025 Q4	$5.47M	Sell	45,457 -1,176	-3%	-$136K	3.85%	7
2025 Q3	$5.26M	Sell	46,633 -500	-1%	-$55.6K	3.51%	7
2025 Q2	$5.08M	Sell	47,133 -100	-0.2%	-$10.7K	3.97%	6
2025 Q1	$5.62M	Sell	47,233 -52	-0.1%	-$5.75K	4.34%	7
2024 Q4	$5.09M	Buy	+47,285	New	+$5.53M	3.85%	7

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Hopwood Financial Services's XOM Position: Q2 2026 in Review

Hopwood Financial Services reduced its ExxonMobil (XOM) stake by 7% in Q2 2026, selling an estimated $405K and leaving 35,794 shares worth $4.89M. The position accounts for 2.83% of the portfolio, ranked #9.

Hopwood Financial Services first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.53M in Q1 2026. 2,109 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Hopwood Financial Services held 35,794 shares of ExxonMobil worth $4.89M as of Q2 2026.
Hopwood Financial Services sold 2,705 ExxonMobil shares in Q2 2026, an estimated $405K.
ExxonMobil made up 2.83% of Hopwood Financial Services's portfolio in Q2 2026, its #9 holding.
Hopwood Financial Services first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Hopwood Financial Services's ExxonMobil position peaked at $6.53M in Q1 2026.
2,109 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.